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Tier 3 First Class: 3-Wk Implementation

Technology Management Concepts

A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.

Our Tier 3 "First Class" Implementation Package builds upon both the Tier 1 and Tier 2 Implementation Packages but is for when a customer is implementing the Distribution modules of Purchase Order, Sales Order and Inventory.

This plan includes 100 hours of TMC assistance and consulting efforts. ($145/hour additional services)

Deliverables

TMC will be assisting you in implementing the entire Dynamics 365 suite of modules:

  • High Level Business Process Review on the Financial Modules with recommendations
  • Activate Dynamics 365 environment Create first 15 Dynamics 365 users and train client how to setup additional users
  • Create Test Company database and configure Dynamics 365 for Financials based on the Business Process Review
  • Review Chart of Accounts Structure
  • Create Production Company database and configure Dynamics 365 for Financials along with GL Account Structure
  • Provide Import templates for Vendor, Customer, and Chart of Accounts Master Records
  • Import Master Vendors and Customers from Customer provided populated templates
  • Setup System and Company settings along with modifying security
  • Format Check and Invoice (two of each)
  • Format Sales Order and Purchase Order (one of each)
  • Create One Balance Sheet and Income Statement
  • Train the trainer on the Financial Modules (General Ledger, Accounts Payable, Accounts Receivables and Bank Reconciliation)
  • Train the trainer on the Distribution Modules (Sales Order Processing, Purchase Order Processing, Inventory)
  • Go-Live review and Post Go Live Checklist

Customer Requirements

  • All custom functionality and reports are not included and quoted separately
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